Professional Advisor Network
The 木瓜直播 Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals.
Our program is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting us with our mission to save more lives from cardiovascular diseases and stroke.
Key Benefits
Professional Advisor Network members enjoy access to:
- A variety of non-cash asset giving solutions to meet your clients' needs
- Free continuing education opportunities to help keep knowledge and credentials current
- Networking opportunities to help expand your professional reach
- National and local visibility opportunities through speaking and writing engagements
- The latest tax and legislation news affecting charitable giving
- Assistance from our nationwide team of professionals
- Science-based information to help you and your clients manage your health
Exclusive Member Resources
Hear From Our Members
Jim Carolan, Senior Estate Attorney for EWM Legal Solutions
Being an estate attorney means that every day I have the opportunity to help clients with the two most important things in their life, everything they own and everyone that they love. I love helping people protect what they’ve built. The Professional Advisor Network allows me to make connections and pick the brains of other professionals and learn how to serve my clients better.
Baili Roy CFP庐, Associate Wealth Advisor & Recruiting Specialist
As a wealth advisor, I think about philanthropy strategically, proactively planning to ensure each dollar is given thoughtfully to maximize the impact for our clients and the causes they support. The 木瓜直播鈥檚 Professional Advisor Network provides valuable resources that support my planning process and aids in preparation for meaningful legacy conversations with clients. Members benefit greatly from exclusive communications, including a monthly e-newsletter which is a combination of technical insight on estate and tax legislation and commentary that goes beyond the numbers to tap into the human side of charitable planning. In addition to the 木瓜直播鈥檚 commitment to providing top-tier educational resources, I appreciate the network's ability to connect individuals whose personal and professional values are aligned, providing us opportunities to collaborate with other subject matter specialists across the country to advance each other's careers.
Upcoming Events
Join the DAF Day Movement on October 10
The 木瓜直播 is a proud launch partner of the first-ever DAF Day on October 10. The fastest growing group in philanthropy is donors who give through donor advised funds! There are $230 billion dollars set aside for giving in DAFs, and giving with a DAF is proven to nearly double someone’s annual support of the causes they care about. Yet, 37% of DAF accounts go unused each year and 83% of people are unaware of DAFs.
DAF Day is dedicated to celebrating the incredible impact of donor advised funds (DAFs) and spreading awareness about the flexible, strategic philanthropy they offer to donors. Join the movement and talk to your clients about the benefits of DAFs on October 10!
Ask the Experts: Navigating Your Estate Plan
Tuesday, October 22 | 1:00 p.m. – 2:00 p.m. CT | Webinar
Share this free learning opportunity with your clients. The 木瓜直播 is hosting a complimentary Zoom webinar during National Estate Planning Awareness Week on Tuesday, October 22 at 1:00pm CT. The session will explore the basic principles of planning for the future. Attendees will be able to ask questions about the estate planning process and receive two free guides to help with their plans.
Learn more and share with your clients
Estate Planning 2.0: Navigating AI-Driven Solutions
Wednesday, November 20 | 1:00–2:00 p.m. CT | Webinar
The 木瓜直播 (AHA) and the Financial Planning Association (FPA) invite you to join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This webinar will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Discover how AI-powered tools can enhance your practice, streamline complex processes, and offer innovative solutions tailored to your clients' needs.
Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.
Participants will be eligible for 1.0 free CE credit.
Advisor Perspective
Read this month’s article:
Why Donor Advised Funds Continue to Gain Momentum: 5 Key Advantages to Share with Your Clients
Explore the unique combination of tax benefits, simplicity and flexibility that donor advised funds can offer your clients.
Tools and Resources
Estate Settlement
Client Tools
Access complimentary tools and resources to help empower your clients to make informed decisions about planning their legacy.
- Bequest Language
- Compare Gift Plans
- Gift Calculator
- Glossary of Terms
Let Us Know About Your Generous Client Gifts
If you have a client that's arranged an estate gift benefitting the 木瓜直播, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.
Contact your dedicated Charitable Estate Planning Advisor
We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the 木瓜直播's benefit without divulging your client's identity.
